Microsoft CRM customization techniques are very diversified and based on the whole spectrum of recent Microsoft technologies. The main terms you should know are: Microsoft CRM SDK 1.2 and Visual Studio.Net 2003. And of course you should be familiar with all the legacy internet technologies, such as HTML, XML, XSLT, JavaScript and be good C#/VB/Net developer.
If you are developer who is asked: how do we customize Microsoft CRM ? read this and you will have the clues on where to look further.
1. Microsoft CRM SDK ? this is software development kit with C# and partly VB.net examples ? it is supported by Microsoft Business Solutions technical support. It is all web services based calls, if you are C# .NET developer ? you are excellently positioned to do this type of customizations. This is the preferred customization scenarios and this should be easily upgradeable customization.
2. Legacy SQL Data integration. This is also easy and safe. If you have SQL database, sitting on the same or linked SQL Server ? you can create ASPX .Net application and simply integrate it into CRM. You can place it on the navigation bar or menu in isv.config ? please refer to MS CRM SDK
3. Legacy ASP integration ? this is somewhat more sophisticated. You have to deploy HTTP handler to be a middle party between CRM which is .Net based and ASP which is legacy IIS. The trick is ? you have to have INI file with security settings to penetrate into MS CRM with proper credentials, calling web service.
4. Microsoft Exchange Programming. Microsoft CRM has Exchange connector ? which moves CRM incoming email to MS if it has GUID in its subject. You can alter this logic (for instance - move email to CRM if it doesn't have GUID but it is from the sender who is contact or account in MS CRM). Refer to MS Exchange SDK onsyncsave event handling. Then simply apply some MS CRM SDK programming
5. Direct SQL touch ? in #4 above I described you the scenario with MS Exchange handlers ? this would be ideal world if MS CRM SDK does the job. But ? in real world this is not always true ? you have to do direct flags correction in CRM database (like making Activity closed, moving email attachments/octet streams, etc). This is not supported by MBS technical support ? but you can rescue to this technique if you have to make job done.
6. MS CRM Customization tool ? you can feel free to use this ? this is rather end-user tool and we don't describe it here ? read the manual. We've described above the options to use when this tool doesn't do the job
Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com
About The Author
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Colorado, Texas, New York, Georgia and Florida, Canada, UK, Australia, Brazil, Mexico (www.albaspectrum.com), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer; help@albaspectrum.com
Mercedes Benz s500 rentals Salem ..Intro This concise article will tell you in plain English... Read More
While paper labeling CDs and DVDs may appear to be... Read More
With the advent of 'Service Pack 2' for Windows XP... Read More
Lotus Domino/Notes ? Microsoft Great Plains tandem as ERP with... Read More
Microsoft Business Solutions Great Plains has substantial market share among... Read More
In the case when you represent mid-size or mid-size-to-large business,... Read More
XML parser is a software module to read documents and... Read More
All of us know that Microsoft bought former Great Plains... Read More
Looks like Microsoft Great Plains becomes more... Read More
We are in a transition phase in the Managerial Administration... Read More
Accounts payable is just one area of office management where... Read More
A UNIX Shell is in simplest terms, a command line... Read More
Microsoft Business Solutions main middle market ERP application - Microsoft... Read More
It is possible that if one avoided all sources of... Read More
Whether you have used Microsoft Word for years, have just... Read More
Disclaimer: All the thoughts expressed are my views only! Your... Read More
The fact that a software tester is a most infamous... Read More
I like my software simple. If it's too complex or... Read More
Microsoft Great Plains ? ERM from Microsoft Business Solutions and... Read More
Microsoft CRM ? Client Relationship Management package from Microsoft Business... Read More
It is now common thing when large corporation selects mid-market... Read More
What is IRC?IRC is Internet Relay Chat. It is a... Read More
IntroductionSurprised, by the title? well, this is a tour of... Read More
Words we choose to describe things and phenomena often show... Read More
If you would like to pick something from Microsoft, or... Read More
Dowagiac cheap limo service ..Find out why Spyware Removal from computers is important and... Read More
When my daughter was getting into AOL instant messaging (AIM)... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
Passwords protect your most sensitive personal, financial and business information.... Read More
Microsoft Client Relation Management system (Microsoft CRM) and Microsoft RMS... Read More
The purpose of Project Management Software is to provide an... Read More
It is now common thing when large corporation selects mid-market... Read More
Microsoft Business Solutions Small Business Manager is scaled down Great... Read More
Microsoft Great Plains is main accounting / ERP application... Read More
Siebel is traditional CRM market leader, however and mostly due... Read More
One day, you suddenly realize that your computer started to... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
Did you ever want to erase everything on your computer?... Read More
The cornerstone of successful automated office systems is the ability... Read More
Although we don't know whether Microsoft ever envisioned such a... Read More
Microsoft Great Plains has full-featured Manufacturing suite of modules: Capacity... Read More
Blue Cross and Blue Shield of Hawaii (HMSA) found itself... Read More
Remember back in the days where screensavers were the coolest... Read More
Microsoft Great Plains, Navision, Solomon and Axapta are Microsoft Business... Read More
It would be easy to think, like most people apparently... Read More
In linux, one of great commands for finding out information... Read More
Microsoft CRM is winning market share step-by-step from such the... Read More
eStore Advantage allows front-office applications to communicate with back-office business... Read More
Combining Microsoft Business Solutions Great Plains ERP with non-Microsoft Business... Read More
In the early days of the personal computer, we're talking... Read More
Software |